Charts today - emerging market structural factors, excitements, protectionism and generational observations

Quite a widespread selection today. 

I liked this chart from an excellent IMF report on the emerging markets which highlighted some greater structural risks to growth...and unsurprisingly called for more 'structural reform':

So the way to understand rising emerging market bond issuance and falling volumes is apparently investors 'sitting' on their positions.  So if ever a number of investors wanted to sell at the same time...back to the need for on-going structural reforms as per the IMF probably.

Not good news for UK structural positives...

 

This chart from the Reserve Bank of Australia nicely shows that US Dollar denominated commodities have been disinflationary.  What happens if the US Dollar goes up?

LBO leverage excitement...

 

...and too much housing market excitement in the UK induced the Bank of England to apply some prudence rules.  Makes sense as a first shot rather than just a rate rise per se:

Three fascinating charts to finish with.  Rising protectionism (still a low base)?

 The dangers of historical extrapolation (or just it is never exactly the same)?

Great graphic with super detail on demographics/generational factors focusing in on 23 year olds: